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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an hone... Read more

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Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young

Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young

If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advi... Read more

26 Jul 2023

59mins

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Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh

Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh

If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maxim... Read more

12 Jul 2023

57mins

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Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane

Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane

If you’re interested in the impact being a student of your own art can have on your priorities and business, this episod... Read more

28 Jun 2023

52mins

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Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno

Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno

If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked... Read more

14 Jun 2023

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Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill

Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill

If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients w... Read more

31 May 2023

53mins

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Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill

Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill

In this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Plannin... Read more

17 May 2023

54mins

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Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it ... Read more

3 May 2023

53mins

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Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hi... Read more

19 Apr 2023

58mins

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Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang

Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang

If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions an... Read more

5 Apr 2023

53mins

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Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

If you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneuri... Read more

22 Mar 2023

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